PepsiCo
PEP
3,340 hedge funds and large institutions have $175B invested in PepsiCo in 2023 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 1,342 increasing their positions, 1,329 reducing their positions, and 118 closing their positions.
173% more first-time investments, than exits
New positions opened: 322 | Existing positions closed: 118
11% more call options, than puts
Call options by funds: $1.75B | Put options by funds: $1.57B
5% more funds holding
Funds holding: 3,187 → 3,340 (+153)
2.05% more ownership
Funds ownership: 73% → 75.04% (+2%)
3% more capital invested
Capital invested by funds: $170B → $175B (+$4.75B)
1% more repeat investments, than reductions
Existing positions increased: 1,342 | Existing positions reduced: 1,329
23% less funds holding in top 10
Funds holding in top 10: 173 → 134 (-39)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.05B |
| 2 |
JP Morgan Chase
New York
|
+$468M |
| 3 |
Flossbach Von Storch
Cologne,
Germany
|
+$248M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$244M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$232M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$806M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$384M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$352M |
| 4 |
Amundi
Paris,
France
|
-$235M |
| 5 |
Neuberger Berman Group
New York
|
-$227M |
PEP Hedge Fund Activity: Q4 2023 in Review
3,340 of the 6,862 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q4 2023, worth a combined $175B — up 2.8% from $170B a quarter earlier.
Buyers outnumbered sellers: 322 funds opened new PEP positions and 118 closed out — a net gain of 204 holders — while 1,342 added to existing stakes and 1,329 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.05B. The largest seller was Royal Bank of Canada, cutting an estimated $806M.
- 3,340 institutional investors held PepsiCo (PEP) as of Q4 2023, up from 3,187 in Q3 2023.
- Funds reported $175B of PepsiCo stock for Q4 2023, up 2.8% quarter-over-quarter.
- 322 funds opened new PepsiCo positions in Q4 2023 and 118 closed out, a net change of +204 holders.
- The largest PepsiCo buyer in Q4 2023 was Morgan Stanley, an estimated $4.05B added.
- The largest PepsiCo seller in Q4 2023 was Royal Bank of Canada, an estimated $806M sold.
Based on aggregated 13F filings for Q4 2023.